Nasdaq - Delayed Quote USD

Hartford Schroders US MidCap Opps Y (HFDYX)

18.87 -0.01 (-0.05%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 18.88
  • YTD Return 9.34%
  • Expense Ratio 1.18%
  • Category Mid-Cap Blend
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 996.86M
  • Beta (5Y Monthly) 0.89
  • Yield 0.40%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.08
  • Inception Date Mar 31, 2006

Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.

Hartford Mutual Funds

Fund Family

Mid-Cap Blend

Fund Category

996.86M

Net Assets

2006-03-31

Inception Date

Performance Overview: HFDYX

Trailing returns as of 4/25/2024. Category is Mid-Cap Blend.

YTD Return

HFDYX
9.34%
Category
17.04%
 

1-Year Return

HFDYX
17.40%
Category
50.44%
 

3-Year Return

HFDYX
7.44%
Category
13.15%
 

5-Year Return

HFDYX
10.87%
Category
13.75%
 

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Holdings: HFDYX

Top 10 Holdings (19.68% of Total Assets)

SymbolCompany% Assets
ARMK
Aramark 2.54%
AIZ
Assurant, Inc. 2.09%
ATR
AptarGroup, Inc. 2.06%
HXL
Hexcel Corporation 2.02%
RTO
Rentokil Initial plc 2.01%
MASI
Masimo Corporation 1.93%
CTLT
Catalent, Inc. 1.83%
WCN
Waste Connections, Inc. 1.78%
RRX
Regal Rexnord Corporation 1.74%
PTC
PTC Inc. 1.68%

Sector Weightings

SectorHFDYX
Industrials   27.32%
Technology   23.50%
Healthcare   12.01%
Utilities   4.43%
Real Estate   4.22%
Energy   3.84%

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